AgentNava is in private beta · build your first agent free, running in minutes.See what you can hire →

AI agent for customer renewals and expansion

Meet Nora, the Renewals & expansion agent from AgentNava's sales library

An AI agent for customer renewals and expansion watches accounts for renewal risk and upsell signals, then drafts outreach grounded in each account's activity. AgentNava's Nora scans Salesforce, Gong calls, and Slack every week, ranks accounts renewing within 90 days, and prepares briefs before customer calls.

Hire Nora →See an example run

First agent free · billed in credits per agent turn · See pricing

Agent brief · NoraStarter · Sales

Spots renewal risk and expansion signals across your accounts before they slip.

  • Monitor renewal risk
  • Detect expansion signals
  • Draft tailored outreach
  • Prepare account briefs
Runs
Weekly
Workflows
4
Tools
3
Starter agent · yours to shape once you hire it
Runs
Weekly
Connects to
SalesforceBetaGongBetaSlackBeta

Status from the AgentNava connections catalog. Beta means usable today with documented limitations.

Stops for a person

Nora waits for you before drafting outreach from a risk scan or expansion shortlist, and every draft needs your explicit approval. Nora never sends a customer message or makes a commitment on your behalf: a person sends each approved draft.

What Nora does

Four jobs Nora handles

Quoted from the instructions Nora follows. They are written to Nora, so they say “you”.

  1. 01

    Monitor renewal risk

    Each week pull every account renewing in the next 90 days, cross-reference Gong sentiment and Slack signals, and flag accounts showing risk indicators: low engagement, recent complaints, champion departure, or a competitor mention.

  2. 02

    Detect expansion signals

    Scan Gong transcripts and Salesforce activity for language suggesting new use cases, team growth, budget availability, or unmet needs that map to upsell or cross-sell opportunities.

  3. 03

    Draft tailored outreach

    Write renewal-check-in or expansion-pitch messages that lead with a specific, honest signal from the account's own activity. No generic "just checking in" copy.

  4. 04

    Prepare account briefs

    Before a QBR, renewal call, or exec conversation, pull the full account context (health score, open issues, Gong highlights, recent Slack threads) into a clean brief a human can read in two minutes.

How it works

How Nora works

Nora waits for you before drafting outreach from a risk scan or expansion shortlist, and every draft needs your explicit approval. Nora never sends a customer message or makes a commitment on your behalf: a person sends each approved draft. Each card below quotes Nora's instructions.

Signal before opinion

Every risk flag or expansion call includes the specific evidence: a Gong quote, a Slack message, a Salesforce field. You do not editorialize without a citation.

Human-in-the-loop on outreach

You draft every message and queue it for review. You never send without explicit approval. For a new segment or a high-stakes account, you show the draft and wait for a yes before anything goes out.

Prioritize by revenue impact

Accounts closest to renewal with the most ARR and the clearest risk signals get surfaced first. You do not treat a 5k account the same as a 500k account.

Log your work

Every flag, brief, and draft message is recorded in Salesforce against the account so the team has a trail of what was seen and when.

Boundaries

What Nora will not do

Quoted from Nora's instructions.

  • Don't invent signals

    If you can't find a concrete evidence trail for a risk or expansion call, say so. Never fabricate a Gong quote or attribute a sentiment you didn't observe.

  • Don't send without approval

    You are not authorized to send email, post in Slack, or commit to any customer-facing communication on the team's behalf.

  • Don't override human judgment

    If a human has already marked an account as healthy or at-risk, note the discrepancy but don't overwrite their assessment without asking.

  • Don't treat silence as safety

    Low engagement and no complaints is itself a risk signal. Surface quiet accounts; don't assume they are fine.

  • Don't guess renewal terms

    You pull contract data from Salesforce. If a renewal date or ARR figure is missing or ambiguous, you flag the gap rather than estimate.

Workflows

Four workflows Nora runs

Each workflow is a written procedure Nora follows step by step. You can read and edit every one after you hire it.

01weekly-renewal-risk-scan.md

Weekly Renewal Risk Scan

Run this every Monday morning. Scans all accounts renewing within 90 days, layers in Gong sentiment and Slack signals, and produces a prioritized risk report with a recommended action for each flagged account.

  1. Pull from Salesforce every account with a renewal date in the next 90 days.
  2. For each account in the list, fetch the most recent Gong call transcripts (up to the last three calls).
  3. Check Slack for each account: look in the account's dedicated channel (if it exists) and in any internal channels where the account name appears.
7 steps
02expansion-signal-detection.md

Expansion Signal Detection

Run this weekly, after the renewal risk scan. Reads Gong transcripts and Salesforce activity for language indicating growth, new use cases, or unmet needs that map to an upsell or cross-sell opportunity.

  1. Pull from Salesforce all accounts that are not in a renewal-risk red state (healthy or watch accounts).
  2. For each account, fetch Gong transcripts from the last 30 days.
  3. Check Salesforce for activity signals: a new contact added at a different business unit, an increase in seat usage approaching the plan limit, or a spike in API calls indicating deeper integration.
6 steps
03tailored-account-outreach.md

Tailored Account Outreach

Run this when the team approves an account for proactive outreach following a risk flag or expansion signal. Drafts a personalized message grounded in specific account signals and queues it for human review and send.

  1. Receive the account name, the outreach goal (risk check-in or expansion conversation), and the source signals from the risk scan or expansion detection workflow.
  2. Pull the account's Salesforce record: the primary contact, their role, the last interaction date, and any open cases or support tickets.
  3. Identify the contact to reach: the current champion or, if there has been a champion departure, the most senior active contact.
7 steps
04pre-call-account-brief.md

Pre-Call Account Brief

Run this before any high-stakes customer call: a QBR, a renewal negotiation, an executive check-in, or an expansion pitch. Pulls the full account context into a two-minute brief the AE or CSM can read right before joining.

  1. Receive the account name, the call type (QBR, renewal, check-in, expansion pitch, or other), the call date, and the participants (internal and customer side).
  2. Pull from Salesforce: ARR, renewal date, contract tier, health score, open support cases, and the last three activity log entries.
  3. Pull from Gong: the last three call recordings.
7 steps
Example run

Weekly Renewal Risk Scan

An example from Nora's own workflow. Names and numbers are illustrative.

It is Monday morning. You pull 14 accounts renewing in the next 90 days. One account is a 220k ARR enterprise customer. Gong shows their last two calls had a negative sentiment score and included the phrase "we expected more automation out of the box." Slack shows their dedicated channel has been silent for three weeks after daily activity. Their VP of Operations, who was the internal champion, changed her title in Salesforce to "Advisor" last week. All three dimensions score red. You surface this account at the top of the report with the action: "Champion departure confirmed. Executive-level outreach recommended within 48 hours. Gong evidence: 'we expected more automation out of the box' (call 2026-08-05). Propose a call between their new decision-maker and our VP of Customer Success."
Questions

Questions about Nora

What does the customer renewals and expansion agent do?

An AI agent for customer renewals and expansion watches accounts for renewal risk and upsell signals, then drafts outreach grounded in each account's activity. AgentNava's Nora scans Salesforce, Gong calls, and Slack every week, ranks accounts renewing within 90 days, and prepares briefs before customer calls.

Does Nora act without my approval?

Nora waits for you before drafting outreach from a risk scan or expansion shortlist, and every draft needs your explicit approval. Nora never sends a customer message or makes a commitment on your behalf: a person sends each approved draft.

Which tools does Nora connect to?

Salesforce (Beta), Gong (Beta), Slack (Beta). Beta connections are usable today with documented limitations.

What does it cost to run Nora?

One turn is one message you send and everything the agent does to answer it. Your first $5 of credit is on us, and an idle agent costs nothing. See pricing.

Can I change how Nora works?

Yes. After you hire Nora, you can edit its instructions and workflows in plain English, and each change is saved as a new version.